Client Support Trading Specialist

Asset Mark•Phoenix, AZ

48d•$71,000 - $84,000•Hybrid

About The Position

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence, and purpose. The AssetMark Client Service Trading Specialist is the primary point of contact for advisors seeking support with trade-related inquiries. This role is central to all trading matters, expertly handling calls, emails, and cases to ensure advisors receive timely and accurate information. As a Subject Matter Expert in core trading functions, the Specialist delivers exceptional service, fostering genuine connections with advisors and their staff in every interaction. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office.

Requirements

Experience navigating model-based trading platform
Ability to attain a strong understanding of the trading platforms utilized by AssetMark
Excellent verbal, written, and interpersonal communication skills
Displays passion and heart for service
Makes effective decisions and exercises strong decision-making skills
Shows a high level of integrity and ethics
Adaptable to change and has a passion for self-improvement
Proficient in Microsoft Excel, Word and Outlook
Minimum of 2 years of industry-related experience
Minimum of 2 years' service experience serving Financial Advisors
Minimum Required: Series 65 or ability to obtain within 6 months.

Responsibilities

Client Service: Build sustainable relationships and trust with clients, going the extra mile to engage them through open and interactive communication.
Client Communication: Act as the main point of contact for advisors related to trade inquiries. Utilize multiple channels to meet clients in their preferred medium: written case correspondence, email, and phone.
Issue Resolution: Provide daily support to advisors, client experience and the trading team to ensure issues are handled with fast and fair resolution.
Client Support: Meet client support team targets, manage incoming calls and service inquiries, and maintain high client satisfaction. Collaborate with internal business partners to drive positive client outcomes.
Subject Matter Expertise: Provide ongoing support to advisors and internal partners in core trading functions.